Http://eacea.ec.europa.eu/tempus TEMPUS INFORMATION DAYS Kazakhstan, October 2011 Belén Enciso,...

http://eacea.ec.europa.eu/tempus

TEMPUS INFORMATION DAYSKazakhstan, October 2011Belén Enciso, Tempus Project Officer, EACEA

TEMPUS IV- FIFTH CALL FOR PROPOSALSTEMPUS IV- FIFTH CALL FOR PROPOSALSMain novelties and Selection procedureMain novelties and Selection procedure

Outline of the presentationOutline of the presentation

• Part I: Novelties under the TEMPUS 5th call for proposals

• Part II: Simplified submission procedure

• Part III: Selection steps and recruitment of experts


Part IPart INovelties of the TEMPUSNovelties of the TEMPUS

fifth call for proposalsfifth call for proposals


TEMPUS IV Indicative budget for projects selected under 5th Call: 78,1 € million


Southern Mediterranean € 22.8 million*

* Plus an additional amount of €6.25 million under the reserve that the relevant financing decision is

adopted by the European Commission.

Eastern Europe/Caucasus (Russia not included)

€ 22.8 million*

* Plus an additional amount of €6.25 million under the reserve that the relevant financing decision is

adopted by the European Commission.

Bilateral allocation for Russia(for national and multi-country

projects involving Russia)

€ 8.5 million

Western Balkans € 14.5 millionAlbania € 1.9; Bosnia and Herzegovina € 2.3; Montenegro € 1.2; Serbia: € 6.6; Kosovo under UNSC Resolution 1244/99: € 2.5

Central Asia € 9.5 million

Terminology/Clarification – e.g., required level of higher education institutions (ISCED 5 and 6 levels); legal representative of an institution

Clarification related to the status of HEI – Faculties/ Depts./ Centres part of a HEI, even if established as autonomous legal entities, cannot count for a partner / applicant.

Main changes:

National priorities – update + harmonisation of subject area titles with the Call

Budget – significant increase, i.e., ENPI South and East and Russia


Novelties under the 5th Call for Novelties under the 5th Call for proposalsproposals

Associations of HEI acting as applicant will need at least two higher education institutions which are not member of the association to participate in the consortium

Submission procedure – paper copy of eForm nor required any more. All administrative documents can be copies or scanned version

Financial conditions – increase of rates for cost of stay during mobility periods for Partner Country staff in mobility within their own country and for monthly rates for student costs of stay in a European Union country and in the Partner Country.

Sub-contracting – All subcontracting costs should be booked under "Other costs" budget heading.


Novelties under the 5th Call for Novelties under the 5th Call for proposalsproposals

Curriculum Reform: Teacher training and education science, Humanities (Religion), Business and administration (Broad programmes, Finance, banking, insurance), Law (International law, Public administration, EU law), Life science, Physical science, Mathematics and statistics, Computing, Engineering and engineering trades, Manufacturing and processing, Architecture and building, Agriculture, forestry and fishery, Veterinary, Health, Social services, Environmental protection.

Governance Reform:

Higher Education and Society:


Kazakhstan National priorities for Joint Kazakhstan National priorities for Joint Projects Projects

X X X X

University management and student

services

Introduction of quality

assurance

Institutional and financial

autonomy and

accountability

Equal and transparent access to

higher education

Development of

international relations

X X X

Development of

partnerships with

enterprises

Knowledge triangle:

education-innovation-research

Training courses for public services

(ministries, regional/local authorities)

Development of lifelong learning in society at

large

Qualifications frameworks

Training of non-university

teachers

Governance Reform:

Higher Education and Society:


Kazakhstan National priorities for Structural Kazakhstan National priorities for Structural Measures Measures

University management and student services

Introduction of quality assurance

Institutional and financial autonomy and accountability

Equal and transparent access to higher education

Development of international relations

X X X X

Training of non-university teachers

Development of partnerships with enterprises

Knowledge triangle: education-innovation-research

Training courses for public services (ministries, regional/local authorities)

Development of lifelong learning in society at large


X X X

JOINT PROJECTS

STRUCTURAL MEASURES


Central Asia Regional priorities Central Asia Regional priorities












X X X X X X X

Modernisation of curricula with 3 cycle structure, ECTS and degree recognition

Education/pedagogy, Law, Good governance,

Water, Energy, Environment

CURRICULAR REFORM

GOVERNANCE REFORM HIGHER EDUCATION AND SOCIETY












X X X X X X

GOVERNANCE REFORM HIGHER EDUCATION AND SOCIETY

Part IIPart IISimplified submission procedureSimplified submission procedure

One-phase submission, one deadline February 2012,

two steps:

1 - On-line submission of the eForm, including 3 mandatory annexes (Declaration of Honour, Workplan

and Budget Excel and Logical Framework Matrix) is considered to be the unique reference document for the submission deadline.

2 - Administrative and legal documents by post. NO paper copy of the form is needed.


Submission of the applications: E-Submission of the applications: E-formform

Submission of the applications: E-formSubmission of the applications: E-form

Step 1: On-line submission of the eForm

Complete and validate the eForm + correct mistakes

Attach the mandatory annexes: Declaration of Honour Workplan and Budget Excel Table Logical Framework Matrix

Click on SUBMIT button of the eForm and an automatic notification is sent with the project Reference number

Step 2: Administrative and legal documents by post Copy the Project reference number on each of the following documents:

Declaration of honour by the legal representative of the applicant organisation Legal entity form Bank identification form Profit and loss accounts/ Balance sheet (if applicable) Mandates

Send the complete application package, by the deadline of February 2012 as defined in the Call (date of postmark), using registered post to the Agency postal address mentioned in the Call for proposals.

Copied/scanned versions are accepted for all documents, even in case of contractualisation. HOWEVER originals must be kept by the applicant administration.


Submission of the applications: E-formSubmission of the applications: E-form

Sources of guidanceSources of guidance

The Instructions (for completing the Application form and the Budget Tables) Rules and guidance on eForm content and the entire

application process

The eForm User Guide

Help with the technical aspects of completing the eForm

Still need further assistance...?

[email protected]

Part IIIPart IIISelection steps and Selection steps and

recruitment of expertsrecruitment of experts


Indicative roadmap for selection process Indicative roadmap for selection process – – 5th Call for proposals5th Call for proposals

StepsDate

Publication of Fifth Tempus IV Call for Proposals October 2011

Deadline for submission of applicationsFebruary 2012

Expert assessment March - April 2012

Consultation of Ministries of Education in Partner Countries, EU Delegation and National Tempus offices

May 2012

Award decision and publication of results July 2012

Preparation and signature of grant agreementsJuly to September 2012

Start of eligibility period 15 October 2012

17

The selection process is based on the assessment of applications against 4 types of criteria:

Eligibility Criteria Exclusion Criteria Selection Criteria Award Criteria

The Call requirementsThe Call requirements

Eligibility criteriaEligibility criteria

Formal submission requirements

Grant size and duration

Applicant, Partners and Partnership requirements (number of partners, status of the grant applicant & partners, etc.)

National & regional prioritiesIt does not matter

how well the project has

been designed if it does

not fulfil the eligibility

criteria: this will lead to

the automatic rejection of

the proposal

Main reasons for rejection on formal criteria 2011Main reasons for rejection on formal criteria 2011

Out of 525 receive projects, 48 were rejected for not complying with eligibility criteria:

Minimum number of higher education institutions

Applicant nature

Obligation to provide legal supporting documents (Mandates)

Relevant Parts of the application not completed

(work plan and budget tables)

Exclusion and Selection criteria Exclusion and Selection criteria

The institution is not in one of the situations described in section 6. Exclusion criteria of the Guidelines (such as bankruptcy, profession misconduct, subject of fraud, corruption, administrative penalty, conflict of interest, etc)

Legal person status of the applicant organisation

Financial capacity to complete the proposed activities

Operational capacity to complete the proposed activities

Based on supporting

and administrative

documents, like the

declaration of honour,

legal entity form, profit

and loss accounts...

Award criteriaAward criteria

Five award criteria defined in the Call and assessed by external experts:

Relevance (25%)

Good quality partnership (20%)

Quality of the project’s content and methodology (25%)

Dissemination & Sustainability (15%)

Budget and Cost-effectiveness (15%)

Currently 400 experts names in database covering nationals from EU

&Tempus Partner Countries 30% renewal each year, out of which 10% completely new experts An expert can assess Tempus projects maximum three years consecutively Lack of conflict of interest duly checked and respected

Criteria: Professional experience in thematic areas covering received applications Competences in at least two of the Tempus working languages: EN, FR,

DE Proved expertise in project cycle management, Tempus Programme and

cooperation with the Tempus Partner Countries / Regions Knowledge of the modernisation agenda for higher education

Selection of external expertsSelection of external experts

Briefing session Two day briefing on site: general and specific presentations, one day assessment

simulation, based on case study (team work) & handbook, debriefing

Assessment Each application assessed by two different experts, by teleworking, supported by

the Agency on-line assessment tool 1st stage: Each expert carried out individual assessment 2nd stage: the 2 experts assessing the same proposals consensus discussions

consolidated judgements and scores Lead-experts - mediate consolidations, ensure quality assessment outputs;

perform 3rd assessment wherever consensus is not reached

Debriefing panel with experts Discussion on the quality of the proposals Suggestions for improvement of the evaluation process

Project assessment by external Project assessment by external expertsexperts

Establishment of a list of experts from EU and Partner countries to assist in the framework of the management of the EU programmes in the fields of education.

Call for expression of interest published by the Agency

Deadline for the submission of applications: 30 June 2013

Update of the lists of eligible experts: twice a year

More information:http://eacea.ec.europa.eu/about/call_experts/call_experts_2007_en.php

Recruitment of external experts for Recruitment of external experts for the assessment of project proposalsthe assessment of project proposals

http://eacea.ec.europa.eu/about/call_experts/call_experts_2007_en.php

Http://eacea.ec.europa.eu/tempus TEMPUS INFORMATION DAYS Kazakhstan, October 2011 Belén Enciso,...

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